ADELINE E FRACASSI TRUST (EIN 146294678) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

GREGORY A POPE

Tax Period

2024-05-01 to 2025-04-30

ADELINE E FRACASSI TRUST, founded in 2005, is a micro nonprofit that reported $16K in total revenue in fiscal year 2024. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $23K exceeded revenue, resulting in a 45% operating deficit.

Mission

1. ADVANCEMENT OF EDUCATION, INCLUDING SCHOLARSHIPS, 2. RELIEF OF THOSE INDIVIDUALS SUFFERIN FROM DISABILITIES, 3. ADVANCEMENT OF RELIGION, 4. PROMOTION OF HEALTH, 5. ADVANCEMENT OF YOUTH RELATED FUNCTIONS, 6. ADVANCEMENT OF ADULT AND YOUTH RECREATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $16,188

Other Revenue $0

TOTAL REVENUE $16,188

Expense Breakdown

Grants Paid $17,750

Salaries & Benefits $5,644

Fundraising Expenses $0

Program Expenses $23,394

Other Expenses $0

TOTAL EXPENSES $23,394

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,188	$34,803	-0.5%
Expenses	$23,394	$19,679	+0.2%
Net Income	$-7,206	$15,124	-1.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGORY A POPE	TRUSTEE	N/A	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$16,188	$23,394	$355,061	$-7,206
2024	$34,803	$19,679	$362,267	$15,124
2023	$1,061	$21,414	$347,143	$-20,353
2022	$-62,048	$18,540	$367,496	$-80,588
2021	$139,796	$31,922	$448,084	$107,874
2020	$5,412	$17,775	$340,210	$-12,363
2019	$25,785	$8,584	$352,573	$17,201

ADELINE E FRACASSI TRUST